Cassaday & Co Wealth Management’s LPL Financial LPLA Stock Holding History

Cassaday & Co Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$903	–	1383
2026 Q1	$903	Buy	+3	New	+$1.01K	﹤0.01%	1141

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cassaday & Co Wealth Management's LPLA Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 3 shares — an estimated $903 sold.

Cassaday & Co Wealth Management first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $903 in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Cassaday & Co Wealth Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Cassaday & Co Wealth Management sold 3 LPL Financial shares in Q2 2026, an estimated $903.
Cassaday & Co Wealth Management first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
Cassaday & Co Wealth Management's LPL Financial position peaked at $903 in Q1 2026.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.